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Administrator Guide
Last Updated: 2025-10-03
Steps: Set Up Profiles and Profile Groups

Steps: Set Up Profiles and Profile Groups

  • Set security on the reports and custom tasks. Workday uses the security on the reports and custom tasks to determine the profile and profile group security.
  • Security:
    Set Up: System
     domain in the System functional area.
A profile is a view of a:
  • Job
  • Worker
  • Group
Example: You can view examples of profiles and profile groups by accessing your Worker Profile. Your Worker Profile is an example of a profile and Summary and Overview are examples of profile groups. You can also view the reports and custom tasks within each profile group.
Workday delivers the profiles that you can use, such as:
  • Business Process Translation
  • Candidate Profile
  • Job Profile
  • Talent Pool
  • Tenant Setup
  • Worker Profile
Within each profile, you can configure profile groups. Example: The Worker Profile includes these profile groups: Job for Worker Profile, Compensation for Worker Profile, and so on. Each profile group can also include other profile groups.
Workday defines the profile groups that are available for each profile and the reports and tasks available in each profile group. You define the:
  • Reports and custom tasks that display in each profile group.
  • Profile groups that display in each profile.
  • Display order of the profile groups, reports, and custom tasks.
When adding reports, consider:
  • You can't add advanced and composite reports that use outlining to profile groups.
  • The report must have a required prompt for the object (Example: worker). Otherwise, the object won’t display in the list of available reports for configure profile groups on the applicable object.
  • Set all other prompts on the report to
    Do Not Prompt at Runtime
    . Otherwise, Workday won't display the report in the list of available reports for
    Configure Profile Group
     for the worker.
  • Share the report or Workday won't display the report in the list of available reports for
    Configure Profile Group
     for the worker.
An administrator can add model profile groups that's created in Workday Extend.
To enable Workday Extend, contact your Customer Base Account Executive. Workday Extend is a separate product (SKU) that requires a separate license. Workday Extend enables you to build, deploy, and share apps that run on Workday and are tailored to the specific business needs of your enterprise.
  1. Access the
    Configure Profile
     task.
    Select the
    Display in Profile
     check box for each profile group to include in the profile.
  2. Access the
    Configure Profile Group
     task.
    Select the
    Display in Profile
     check box to include the profile group in the profile.
    For readability, Workday recommends that you include 10 or fewer reports and custom tasks.
Workday displays reports and tasks as separate tabs in the profile groups, except when the profile group has only 1 report or task.
Example:
You access the
Configure Profile
 task and configure the
Pay Group
 with
All Worklets in Pay Group
. You then access the
Configure Profile Group
 task to configure the
All Worklets in Pay Group
 profile group with these items:
  • Details
  • Pay Group
  • Members
  • Staffing
When you navigate to your Worker Profile and click
Compensation
, Workday displays Total Rewards, Compensation, and Pay Change History as tabs.